Lanan M Clark

CRD 2972966 · J.P. Morgan Securities LLC · Irvine, CA

IA RegisteredBroker

Also appears in the source record as: Lanan Marie Clark; Lanan Maru Clark; Lanan M Wiley; Lanan Marie Wiley; Lanan Maru Wiley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 31SIESeries 7Series 9Series 10Series 24Series 63Series 65
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (8)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Irvine, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Irvine, CA · BC capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Indian Wells, CA · BC capacity

Oct 14, 2011 → Aug 28, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Indian Wells, CA · IA capacity

Aug 18, 2011 → Aug 28, 2020
Banc Of America Investment Services, Inc.
Rancho Santa Fe, CA · IA capacity

May 29, 2003 → Aug 19, 2009
Banc Of America Investment Services, Inc.
Rancho Santa Fe, CA · BC capacity

Mar 12, 2003 → Aug 19, 2009
Edward Jones
St. Louis, MO · BC capacity

Jan 8, 1999 → Mar 18, 2003
Suntrust Securities, Inc.
Atlanta, GA · BC capacity

Apr 1, 1998 → Dec 23, 1998

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2972966 ↗ FINRA BrokerCheck record for CRD 2972966 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.